Nasdaq - Delayed Quote USD
Columbia Flexible Capital Income A (CFIAX)
13.65
+0.12
+(0.89%)
At close: 6:49:09 PM EDT
Fund Summary
The fund invests broadly in debt, equity and/or "hybrid" (convertible) securities. Its investments in debt securities may include investment grade and non-investment grade bonds, bank loans and U.S. government securities. The fund may invest up to 100% of its assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -1.37% |
| 5y Average Return | 9.86% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CFIAX | Category Average | CFIAX | Category Average | CFIAX | Category Average | |
| Alpha | -0.71 | -0.01 | 3.35 | -0.01 | 0.54 | -0 |
| BETA | 0.95 | 0.01 | 1.01 | 0.01 | 1.14 | 0.01 |
| Mean Annual Return | 0.32 | 0.01 | 1.04 | 0.01 | 0.63 | 0.01 |
| R-squared | 86.47 | 0.93 | 86.66 | 0.92 | 87.44 | 0.92 |
| Standard Deviation | 12.86 | 0.13 | 12.48 | 0.1 | 12.2 | 0.09 |
| Sharpe Ratio | -0.05 | 0.01 | 0.78 | 0.01 | 0.46 | 0.01 |
| Treynor Ratio | -1.6 | 0.09 | 9.55 | 0.09 | 4.47 | 0.07 |
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